Kotak Special Opportunities Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +17.11 | 1.02 | 108.5% | 86.0% | 4.0% | -12.7% |
| 3 Years | +3.90 | 0.97 | 98.1% | 90.3% | 1.7% | -2.4% |
| 5 Years | +2.27 | 0.97 | 98.1% | 90.3% | 1.0% | -1.5% |
| 7 Years | +1.56 | 0.97 | 98.1% | 90.3% | 0.7% | -1.0% |
| 10 Years | +1.04 | 0.97 | 98.1% | 90.3% | 0.5% | -0.7% |
| 12 Years | +0.85 | 0.97 | 98.1% | 90.3% | 0.4% | -0.6% |
| 15 Years | +0.64 | 0.97 | 98.1% | 90.3% | 0.3% | -0.5% |